Cathy Marshall
I inherited a 401(k) but didn’t know it. What’s next?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. My husband passed away in 2018, I inherited his 401(k) plan but I had no idea it...
Cathy Marshall
How much can I save in my small biz retirement plan?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. I am a sole proprietor and want to add to my SEP-IRA. Can I take after-tax funds...
Cathy Marshall
How does the exit tax work if you are getting divorced?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. How does the exit tax work if you are getting divorced? I will temporarily be...
Cathy Marshall
Will having homes in N.J. and Florida be a smart move?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. I’m a New Jersey homeowner considering selling the house and moving into an...
Cathy Marshall
How are withheld taxes credited for COVID retirement withdrawals?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. A person took $100,000 from his 401(k) plan due to his wife’s COVID problems and...
Cathy Marshall
Will all of my income be taxed in N.J.?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. I was unemployed and then I retired. I’ll have three sources of income —...
Cathy Marshall
Can inherited IRA withdrawals change with disability?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. Suppose the sole beneficiary of an IRA on the date of inheritance is categorized...
Cathy Marshall
I’m a landlord. Can I deduct these expenses?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. Suppose the sole beneficiary of an IRA on the date of inheritance is categorized...
Cathy Marshall
Can I skip my 2021 IRA distribution because of COVID?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. Suppose the sole beneficiary of an IRA on the date of inheritance is categorized...
Cathy Marshall
Can I get the Senior Freeze after selling my N.J. home?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. I have been a part of the Senior Freeze program for many years and am grateful for...